IFA Administrator
Search • Leeds, West Yorkshire • Posted July 14, 2026
About the Role
Role: IFA Administrator
Location: LS19, Leeds
Salary: £30-35k/Year
Role Overview
Supporting advisers by handling end‑to‑end administration across core financial products, ensuring smooth client service and accurate record‑keeping.
Key Responsibilities
New business processing - Handle applications for protection, pensions, investments, trusts and IHT products.
AML checks - Collect documentation and run electronic verification for new and existing clients.
Client review preparation - Compile annual review packs and obtain up‑to‑date valuations.
Product research - Request illustrations and product literature.
Transaction administration - Submit trades, fund switches and platform instructions.
Provider liaison - Communicate with providers to progress cases.
Authority handling - Process letters of authority and manage information requests.
Client support - Respond to queries and maintain accurate fin...
Location: LS19, Leeds
Salary: £30-35k/Year
Role Overview
Supporting advisers by handling end‑to‑end administration across core financial products, ensuring smooth client service and accurate record‑keeping.
Key Responsibilities
New business processing - Handle applications for protection, pensions, investments, trusts and IHT products.
AML checks - Collect documentation and run electronic verification for new and existing clients.
Client review preparation - Compile annual review packs and obtain up‑to‑date valuations.
Product research - Request illustrations and product literature.
Transaction administration - Submit trades, fund switches and platform instructions.
Provider liaison - Communicate with providers to progress cases.
Authority handling - Process letters of authority and manage information requests.
Client support - Respond to queries and maintain accurate fin...